WEST CHESTER CAPITAL ADVISORS, INC Information

216 FRANKLIN STREET, JOHNSTOWN, Pennsylvania, 15901, (814) 533-5338

Report Date: 06/30/2015

Position Statistics

Total Positions 153
New Positions 67
Increased Positions 91
Decreased Positions 42
Positions with Activity 133
Sold Out Positions 2
Total Mkt Value (in $ millions) 82

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.81%
Capital Goods 2.16%
Conglomerates 0%
Consumer Cyclical 1.57%
Consumer/Non-Cyclical 5.91%
Energy 3.29%
Financial 58.32%
Healthcare 9.37%
Services 5.77%
Technology 9.51%
Transportation 0.83%
Utilities 1.72%

153 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS S&P 500 ETF SHS 21,860 381 1.78 119,638
APPLE INC COM 3,969 -34 (0.86) 35,031
ISHARES TR MSCI EAFE ETF 3,568 1,637 84.71 59,061
WISDOMTREE TR EUROPE HEDGED EQ 3,161 -437 (12.15) 54,401
SPDR S&P 500 ETF TR TR UNIT 2,945 -376 (11.31) 14,777
CALAMOS CONV OPP AND INC FD SH BEN INT 2,463 -260 (9.54) 232,765
VANGUARD WORLD FDS INF TECH ETF 1,808 -491 (21.36) 17,519
AMERISERV FINL INC COM 1,723 -82 (4.55) 535,208
JOHNSON & JOHNSON COM 1,672 84 5.28 17,565
ALTRIA GROUP INC COM 1,637 -22 (1.35) 30,226
VANGUARD INDEX FDS EXTEND MKT ETF 1,410 200 16.50 16,218
GILEAD SCIENCES INC COM 1,350 39 2.95 12,527
FORD MTR CO DEL COM PAR $0.01 1,169 27 2.41 85,109
AT&T INC COM 1,054 -9 (0.81) 31,654
SPDR SERIES TRUST BRC HGH YLD BD 1,033 -734 (41.53) 27,935
TRINITY INDS INC COM 1,033 New 38,615
BP PLC SPONSORED ADR 1,014 2 .16 30,493
BRISTOL MYERS SQUIBB CO COM 936 1 .16 15,437
DANAHER CORP DEL COM 922 -39 (4.01) 10,473
PEPSICO INC COM 909 -7 (0.81) 9,720


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